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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,092 | $101,798+111.3% | $165,071+30.3% | $80,935+165.8% |
| Participation rate | 96.8% | 71.8%+24.9pp | 78.6%+18.2pp | 67.7%+29.1pp |
| Annual return | 24.41% | 16.73%+7.7pp | 70.17%-45.8pp | 35.66%-11.2pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $22,506 | $8,221+173.7% | $12,695+77.3% | $6,924+225.0% |